McGlone Suttner Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

McGlone Suttner Wealth Management’s Portfolio AVUS Stock Details AVUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$67.8M	Buy	528,975 +6,658	+1%	+$820K	7.95%	3
2026 Q1	$58.1M	Buy	522,317 +6,737	+1%	+$771K	7.69%	3
2025 Q4	$57.6M	Buy	515,580 +11,682	+2%	+$1.29M	7.75%	3
2025 Q3	$54.8M	Buy	503,898 +9,777	+2%	+$1.03M	7.66%	4
2025 Q2	$49.8M	Buy	494,121 +17,739	+4%	+$1.66M	7.52%	4
2025 Q1	$44M	Buy	476,382 +6,960	+1%	+$678K	7.22%	4
2024 Q4	$45.5M	Buy	469,422 +123,780	+36%	+$12.2M	7.6%	4
2024 Q3	$32.9M	Buy	345,642 +330,752	+2,221%	+$30.4M	6.84%	4
2024 Q2	$1.21M	Sell	14,890 -398,060	-96%	-$35.2M	0.25%	46
2024 Q1	$37M	Buy	412,950 +398,060	+2,673%	+$33.6M	6.93%	4
2023 Q4	$1.21M	Buy	+14,890	New	+$1.13M	0.24%	46

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

McGlone Suttner Wealth Management's AVUS Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 1.3% in Q2 2026, buying an estimated $820K and bringing the position to 528,975 shares worth $67.8M. The position accounts for 7.95% of the portfolio, ranked #3.

McGlone Suttner Wealth Management first reported a position in AVUS in Q4 2023 and has held it in 11 quarters since. 580 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

McGlone Suttner Wealth Management held 528,975 shares of Avantis US Equity ETF worth $67.8M as of Q2 2026.
McGlone Suttner Wealth Management bought 6,658 Avantis US Equity ETF shares in Q2 2026, an estimated $820K.
Avantis US Equity ETF made up 7.95% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #3 holding.
McGlone Suttner Wealth Management first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 11 quarters since.
580 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.